Altimeter Capital portfolio · 2020-09-30
Disclosed long book
$5.88 billion
Long positions
27
Calls / puts
0 / 0
Top 5 concentration
66.9%
Longs with AI data
3 / 27
Average AI 1Y
+21.2%
13F filing comparison
Quarter-over-quarter changes
2020-06-30 to 2020-09-30
Newly reported
5
No longer reported
1
Increased
6
Reduced
2
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
EXPEDIA GROUP INC EXPEDIA GROUP INC | LONG | 5,319,216 | $487.7 million |
UNITY SOFTWARE INC UNITY SOFTWARE INC | LONG | 3,796,544 | $331.4 million |
SNOWFLAKE INC SNOWFLAKE INC | LONG | 420,000 | $105.4 million |
SHOPIFY INC SHOPIFY INC | LONG | 49,000 | $50.1 million |
DRAGONEER GROWTH OPPRTUN CO DRAGONEER GROWTH OPPRTUN CO | LONG | 3,500,000 | $42.9 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
EXPEDIA INC DEL EXPEDIA INC DEL · COM NEW | LONG | 5,319,216 | $437.2 million |
“No longer reported” means the position is absent from this comparable 13F filing. It does not prove the manager sold it: reporting thresholds, confidential treatment, corporate actions, or instrument changes can also explain the omission.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC · COM · 90353T100 | LONG | 29,411,000 | $1.07 billion | 18.2% | INCREASED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 3,753,400 | $983.0 million | 16.7% | UNCHANGED | — | 1Y +22.1% 5Y +130.9% · 27 models |
SALESFORCE INC SALESFORCE INC · COM · 79466L302 | LONG | 2,966,723 | $745.6 million | 12.7% | REDUCED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 8,690,000 | $644.4 million | 11.0% | UNCHANGED | — | 1Y — 5Y — |
EXPEDIA GROUP INC EXPEDIA GROUP INC · COM · 30212P303 | LONG | 5,319,216 | $487.7 million | 8.3% | NEWLY REPORTED | — | 1Y — 5Y — |
UNITY SOFTWARE INC UNITY SOFTWARE INC · COM · 91332U101 | LONG | 3,796,544 | $331.4 million | 5.6% | NEWLY REPORTED | — | 1Y — 5Y — |
MSFT Microsoft Corporation | LONG | 1,315,135 | $276.6 million | 4.7% | INCREASED | — | 1Y +16.6% 5Y +97.8% · 27 models |
BOOKING HOLDINGS INC BOOKING HOLDINGS INC · COM · 09857L108 | LONG | 136,402 | $233.3 million | 4.0% | UNCHANGED | — | 1Y — 5Y — |
UNITED AIRLS HLDGS INC UNITED AIRLS HLDGS INC · COM · 910047109 | LONG | 4,803,279 | $166.9 million | 2.8% | UNCHANGED | — | 1Y — 5Y — |
CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC · CL A · 22788C105 | LONG | 970,000 | $133.2 million | 2.3% | INCREASED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 420,000 | $105.4 million | 1.8% | NEWLY REPORTED | — | 1Y — 5Y — |
MDB MongoDB Inc | LONG | 452,000 | $104.6 million | 1.8% | UNCHANGED | — | 1Y +25.0% 5Y +151.5% · 24 models |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 3,779,409 | $95.1 million | 1.6% | UNCHANGED | — | 1Y — 5Y — |
ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 | LONG | 294,350 | $86.5 million | 1.5% | UNCHANGED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 25,045 | $78.9 million | 1.3% | INCREASED | — | 1Y — 5Y — |
OKTA INC OKTA INC · CL A · 679295105 | LONG | 275,000 | $58.8 million | 1.0% | INCREASED | — | 1Y — 5Y — |
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 49,000 | $50.1 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM · 268150109 | LONG | 1,100,000 | $45.1 million | 0.8% | UNCHANGED | — | 1Y — 5Y — |
DRAGONEER GROWTH OPPRTUN CO DRAGONEER GROWTH OPPRTUN CO · UNIT · G28302126 | LONG | 3,500,000 | $42.9 million | — | NEWLY REPORTED | — | 1Y — 5Y — |
VROOM INC VROOM INC · COM · 92918V109 | LONG | 757,266 | $39.2 million | 0.7% | REDUCED | — | 1Y — 5Y — |
ZOOM COMMUNICATIONS INC ZOOM COMMUNICATIONS INC · CL A · 98980L101 | LONG | 80,000 | $37.6 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
SEA LTD SEA LTD · SPONSORED ADS · 81141R100 | LONG | 223,000 | $34.4 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 336,123 | $34.3 million | 0.6% | INCREASED | — | 1Y — 5Y — |
ANGI HOMESERVICES INC ANGI HOMESERVICES INC · COM CL A · 00183L102 | LONG | 890,000 | $9.9 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
RANPAK HOLDINGS CORP RANPAK HOLDINGS CORP · COM CL A · 75321W103 | LONG | 1,000,000 | $9.5 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
TRIVAGO N V TRIVAGO N V · SPON ADS A SHS · 89686D105 | LONG | 5,290,428 | $8.2 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
STITCH FIX INC STITCH FIX INC · COM CL A · 860897107 | LONG | 250,000 | $6.8 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |